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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,921 | $77,814-79.5% | $158,223-89.9% | $86,983-81.7% |
| Participation rate | 88.9% | 68.4%+20.5pp | 79.2%+9.7pp | 69.5%+19.3pp |
| Annual return | 9.93% | 30.54%-20.6pp | 52.09%-42.2pp | 25.83%-15.9pp |
| Employer contribution / active EE | $2,616 | $2,592+0.9% | $4,109-36.3% | $2,584+1.2% |
| Participant deferral / active EE | $746 | $3,270-77.2% | $5,467-86.4% | $4,194-82.2% |
| Admin fee / account holder | $1,050 | $5,879-82.1% | $16,047-93.5% | $7,856-86.6% |